JFS Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Buy |
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|
2025
Q1 | $36.7K | Buy |
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|
2024
Q4 | $38.1K | Buy |
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|
2024
Q3 | $37.5K | Buy |
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|
2024
Q2 | $34.2K | Buy |
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|
2024
Q1 | $35.5K | Buy |
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|
2023
Q4 | $34.1K | Buy |
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|
2023
Q3 | $30.1K | Buy |
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|
2023
Q2 | $31.7K | Buy |
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|
2023
Q1 | $30.3K | Buy |
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|
2022
Q4 | $29.6K | Buy |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $32K | Buy |
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